KPCM
BSJI

Kings Point Capital Management’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Kings Point Capital Management’s Portfolio BSJI Stock Details BSJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-850
Closed -$22K – 378
2015
Q1 		$22K Buy
+850
New +$22K 0.01% 298

Other funds holding BSJI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
NEPPG
New England Professional Planning Group Westerly, Rhode Island $268M AUM 22.36% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Kings Point Capital Management's BSJI Position: Q2 2015 in Review

Kings Point Capital Management sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q2 2015, closing a stake of 850 shares — an estimated $22K sold.

Kings Point Capital Management first reported a position in BSJI in Q1 2015 and held it in 1 quarter. The position peaked at $22K in Q1 2015. 61 funds tracked by Wall St. Rank hold BSJI as of Q2 2015.

  • Kings Point Capital Management reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Kings Point Capital Management sold 850 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q2 2015, an estimated $22K.
  • Kings Point Capital Management first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q1 2015 and held it in 1 quarter.
  • Kings Point Capital Management's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $22K in Q1 2015.
  • 61 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q2 2015.

Based on Kings Point Capital Management's 13F filing for Q2 2015, filed 6 Aug 2015.